Purchases and Sales Made in Q1 2022 in Ishares (ICLN)
This table provides information about the institutional ownership of Ishares (ICLN) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
13.6K+ 36.93% |
$238K - $292K
|
50.3K
$585K
|
|
|
Apr 04, 2022
Q1 2022
|
Claret Asset Management Corp
|
BUY
|
- |
13.5KNew |
$237K - $291K
|
13.5K
$157K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
12.3KNew |
$217K - $266K
|
12.3K
$144K
|
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
12K+ 9.26% |
$211K - $259K
|
142K
$1.65M
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
12K+ 21.93% |
$211K - $258K
|
66.7K
$776K
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
11.9KNew |
$210K - $257K
|
11.9K
$139K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11.8K+ 31.05% |
$207K - $253K
|
49.6K
$578K
|
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
11.4KNew |
$200K - $245K
|
11.4K
$133K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.3KNew |
$198K - $242K
|
11.3K
$131K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.2KNew |
$197K - $241K
|
11.2K
$130K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
11KNew |
$193K - $236K
|
11K
$128K
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10.7KNew |
$188K - $231K
|
10.7K
$125K
|
|
|
Apr 29, 2022
Q1 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
10.7KNew |
$188K - $231K
|
10.7K
$125K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
10.5KNew |
$185K - $227K
|
10.5K
$123K
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.4K+ 5.45% |
$183K - $224K
|
202K
$2.35M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
10.2KNew |
$179K - $220K
|
10.2K
$119K
|
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
10K+ 100.0% |
$176K - $215K
|
20K
$233K
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.42KNew |
$166K - $203K
|
9.42K
$110K
|
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
8.9K+ 21.11% |
$156K - $192K
|
51.1K
$595K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
8.73K+ 43.35% |
$153K - $188K
|
28.9K
$336K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8.62K+ 34.41% |
$151K - $185K
|
33.7K
$392K
|
|
|
May 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
8.39K+ 203.59% |
$147K - $181K
|
12.5K
$146K
|
|
|
Apr 21, 2022
Q1 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
8.39K+ 203.59% |
$147K - $181K
|
12.5K
$146K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
7.89K+ 1.21% |
$139K - $170K
|
658K
$7.66M
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7.55K+ 19.38% |
$133K - $163K
|
46.5K
$541K
|
|
|
May 11, 2022
Q1 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
7.28KNew |
$128K - $157K
|
7.28K
$84.7K
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
6.95K+ 50.36% |
$122K - $150K
|
20.8K
$242K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.83K+ 49.56% |
$120K - $147K
|
20.6K
$240K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.72KNew |
$118K - $145K
|
6.72K
$78.2K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.66K+ 27.03% |
$117K - $143K
|
31.3K
$365K
|
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
6.65K+ 7.91% |
$117K - $143K
|
90.7K
$1.06M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
5.97K+ 17.46% |
$105K - $129K
|
40.2K
$468K
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
5.74K+ 20.46% |
$101K - $123K
|
33.8K
$393K
|
|
|
May 16, 2022
Q1 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
5.51K+ 7.58% |
$96.8K - $119K
|
78.2K
$911K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.1K+ 1.83% |
$89.5K - $110K
|
284K
$3.3M
|
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
5.04K+ 12.47% |
$88.6K - $108K
|
45.5K
$529K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5K+ 18.95% |
$87.9K - $108K
|
31.4K
$365K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5K+ 9.71% |
$87.9K - $108K
|
56.5K
$658K
|
|
|
May 05, 2022
Q1 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
4.86K+ 7.44% |
$85.3K - $105K
|
70.1K
$816K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4.76K+ 1077.6% |
$83.7K - $102K
|
5.21K
$60.6K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.33K+ 22.96% |
$76.1K - $93.2K
|
23.2K
$270K
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.1K+ 32.49% |
$72K - $88.2K
|
16.7K
$195K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
3.7K+ 17.49% |
$64.9K - $79.5K
|
24.8K
$289K
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.64K+ 24.99% |
$63.9K - $78.2K
|
18.2K
$212K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.6K+ 2.73% |
$63.3K - $77.5K
|
136K
$1.58M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
3.22K+ 29.96% |
$56.5K - $69.2K
|
14K
$162K
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.18K+ 22.73% |
$55.8K - $68.3K
|
17.1K
$200K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.14K+ 1962.5% |
$55.2K - $67.6K
|
3.3K
$38.4K
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.14K+ 6.13% |
$55.2K - $67.6K
|
54.4K
$633K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.91K+ 16.86% |
$51.1K - $62.6K
|
20.2K
$235K
|